Own the entire member lifecycle
From the first enrollment form to a documented disenrollment, Newbula tracks every member movement with full audit trails, broker attribution, and monthly reporting your leadership can trust.
Enrollment, handled end to end
Every enrollment type your organization processes, in one managed workflow.
New enrollments
Capture new members with complete demographics and coverage details, ready for the rest of the platform on day one.
PCP changes
Track primary-care-provider changes as first-class enrollment events with their own reporting.
Transfers
Handle plan-to-plan and center-to-center transfers without losing history or attribution.
Marketer & broker assignment
Attribute every enrollment to the marketer or broker who produced it — commissions and performance stay transparent.
Enrollment worklists
Statuses and follow-ups keep pending enrollments moving instead of sitting in inboxes.
Monthly analytics
Enrollment volume by month, type, marketer, and broker — exportable for leadership and plan partners.
Disenrollment with accountability
Losing a member should never be a mystery.
Disenrollment workflow
Process disenrollments with the same rigor as enrollments — dated, attributed, and auditable.
Configurable reasons
Maintain your own disenrollment reason list so trends surface in reporting instead of free-text fields.
Retention reporting
Monthly disenrollment reports by reason show exactly where members are going and why.
A clean pipeline from prospect to member
- 1
Track the prospect
Prospects live in their own pipeline with statuses until they are ready to enroll.
- 2
Enroll with attribution
Record the enrollment type, effective date, and the marketer or broker responsible.
- 3
The record activates everywhere
The new member appears instantly in Patient Manager, calling lists, transportation, and risk analytics.
- 4
Report monthly
Enrollment and disenrollment reports roll up automatically — no spreadsheet assembly at month end.
Bring order to your member lifecycle
See how Newbula unifies patient management, outreach, and risk analytics for your organization. Get started in less than a week.
Free onboarding and training included.